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KLINGENSTEIN FIELDS & CO LP: CVX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KLINGENSTEIN FIELDS & CO LP on CVX, newest first. How the timeline and the estimate are built.

KLINGENSTEIN FIELDS & CO LP held 62,290 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 62,290 shares
    Change vs previous 13F +599 shares

    0.36% of the 13F portfolio, value $10,325,191.

    13F-HR 0001398344-26-013512 filed by KLINGENSTEIN FIELDS & CO LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 61,691 shares
    Change vs previous 13F -409 shares

    0.5% of the 13F portfolio, value $12,763,868.

    13F-HR 0001398344-26-009033 filed by KLINGENSTEIN FIELDS & CO LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 62,100 shares
    Change vs previous 13F -137 shares

    0.36% of the 13F portfolio, value $9,464,661.

    13F-HR 0001398344-26-002952 filed by KLINGENSTEIN FIELDS & CO LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 62,237 shares
    Change vs previous 13F +970 shares

    0.36% of the 13F portfolio, value $9,664,784.

    13F-HR 0001398344-25-020923 filed by KLINGENSTEIN FIELDS & CO LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 61,267 shares
    Change vs previous 13F +134 shares

    0.35% of the 13F portfolio, value $8,772,822.

    13F-HR 0000859872-25-000003 filed by KLINGENSTEIN FIELDS & CO LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 61,133 shares
    Change vs previous 13F +774 shares

    0.43% of the 13F portfolio, value $10,226,940.

    13F-HR 0000859872-25-000002 filed by KLINGENSTEIN FIELDS & CO LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 60,359 shares
    Change vs previous 13F +487 shares

    0.35% of the 13F portfolio, value $8,742,397.

    13F-HR 0000859872-25-000001 filed by KLINGENSTEIN FIELDS & CO LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 59,872 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $8,817,349.

    13F-HR 0000859872-24-000005 filed by KLINGENSTEIN FIELDS & CO LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).